True Blue (BVI) Ltd. Portfolio
Invests via True Blue (BVI) Ltd. | Managed by Andrew McCallum
Invests via True Blue (BVI) Ltd.
Managed by Andrew McCallum
Automatically Tracked
Company Profile
Offshore holding vehicle used for asset ownership, investment management and cross-border corporate structuring, primarily registered in the British Virgin Islands. True Blue (BVI) Ltd functions as a tax-efficient conduit for private equity stakes, real estate and trading subsidiaries, often employed in group treasury, beneficiary holding and transaction-level isolation for multijurisdictional portfolios.
Offshore holding vehicle used for asset ownership, investment management and cross-border corporate structuring, primarily registered in the British Virgin Islands. True Blue (BVI) Ltd functions as a tax-efficient conduit for private equity stakes, real estate and trading subsidiaries, often employed in group treasury, beneficiary holding and transaction-level isolation for multijurisdictional portfolios.
Investment Philosophy & Strategy
Acts as an offshore holding and capital-allocation vehicle prioritizing tax-efficient ownership, asset isolation and cross-border structural flexibility. Capital deployment favors minority and control private equity stakes, income-producing real estate and regulated trading or treasury subsidiaries that benefit from centralized risk management. Portfolio strategy emphasizes jurisdictional arbitrage, liability segmentation and liquidity preservation, using short-to-medium term holding periods for trading assets and multi-year horizons for real assets and private equity. Underwriting is conservative, driven by legal-structuring advantages, cash-flow stability and counterparty quality to minimize regulatory and tax friction.
Acts as an offshore holding and capital-allocation vehicle prioritizing tax-efficient ownership, asset isolation and cross-border structural flexibility. Capital deployment favors minority and control private equity stakes, income-producing real estate and regulated trading or treasury subsidiaries that benefit from centralized risk management. Portfolio strategy emphasizes jurisdictional arbitrage, liability segmentation and liquidity preservation, using short-to-medium term holding periods for trading assets and multi-year horizons for real assets and private equity. Underwriting is conservative, driven by legal-structuring advantages, cash-flow stability and counterparty quality to minimize regulatory and tax friction.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
51.18%
Gain -1.53%
Monthly
1.94%
Yearly
25.94%
Drawdown
23.02%
$242.4M
Equity
Holdings
$242.4M
Investment
$154.78M
$93.17M
Profit -$3.91M
Realized
$5.54M
Unrealized
$87.63M
Dividends
$1.41M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.53%
Profit
-$3.91M
Win %
100%
This Week
Compared To Last Week
Gain
-3.18%
Profit
-$7.95M
Win %
100%
This Month
Compared to last month
Gain
-1.43%
Profit
-$3.51M
Win %
100%
This Year
Compared to last year
Gain
-2.16%
Profit
-$5.35M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 6 | Longs Won 5/6 83% | Profit Factor 33.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.15M |
| Average Win $19.21M | Best Trade (Oct 14) $33.57M | Sharpe Ratio -11.18 |
| Average Loss -$2.88M | Worst Trade (Mar 30) -$2.88M | Z-Score 8.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $15.53M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.14% |
| Consecutive Losing Trades | 84 | 76 | 67 | 59 | 51 | 42 | 34 | 25 | 17 | 8 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 GOOG Alphabet Inc | 383,327 | $89.61M | $129.89M | - | $40.28M | 44.95% | -1.757% |
 GOOGL Alphabet Inc | 202,000 | $38.24M | $69.21M | - | $30.98M | 81.01% | -1.883% |
 NVDA NVIDIA Corporation | 200,520 | $26.93M | $43.3M | - | $16.37M | 60.8% | -0.594% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for True Blue (BVI) Ltd.?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $9.01M, Alphabet Inc - $388,155.88, Alphabet Inc - $298,960, and NVIDIA Corporation - $110,286. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $2.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does True Blue (BVI) Ltd.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.41M earned over time. The largest contributors to dividend income include Microsoft Corp - $584,522.2, Alphabet Inc - $388,155.88, Alphabet Inc - $298,960, NVIDIA Corporation - $110,286, and Apple Inc - $25,450. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are True Blue (BVI) Ltd.'s monthly returns?
True Blue (BVI) Ltd.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can True Blue (BVI) Ltd.'s strategy be considered aggressive or moderate?
True Blue (BVI) Ltd.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow True Blue (BVI) Ltd.'s strategy?
True Blue (BVI) Ltd.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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